Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions Product Management Team below.

These will be reviewed for consideration in a future product release. It is not intended to provide Product Support. If you are having a product issue, please follow regular support procedures.

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Information about the Product Ideas portal can be found in this support article.

To submit ideas related to ClickDimensions Intelligent Dashboards please go to this link.

Send CDI emails (CDI templates) with custom fields (1 to many relationship)

We would like to use the CDI email designer to send confirmation mails of reservations. Because of the fact that one customer (one contact) can have multiple reservations in Dynamics it is currently not possible to use the custom fields (personalisation in de CDI designer).

The relationship is 1-to-many, so the CDI-template does not know which custom field to use when sending an email.

Solution: send CDI-email from related entities (for example reservations), for example the possibility to select the CDI template from the timeline of the related entity.

  • Nicolas De Schuymer
  • Apr 8 2024
  • Attach files